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Disclosery

Balboa Wealth Partners: META position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on META, newest first. How the timeline and the estimate are built.

Balboa Wealth Partners held 17,423 META shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,423 shares
    Change vs previous 13F -344 shares

    1.34% of the 13F portfolio, value $9,813,984.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,767 shares
    Change vs previous 13F -124 shares

    1.71% of the 13F portfolio, value $10,165,061.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,891 shares
    Change vs previous 13F +3,037 shares

    1.95% of the 13F portfolio, value $11,809,601.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,854 shares
    Change vs previous 13F +215 shares

    1.88% of the 13F portfolio, value $10,908,310.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,639 shares
    Change vs previous 13F +426 shares

    2.17% of the 13F portfolio, value $10,805,200.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,213 shares
    Change vs previous 13F -1,187 shares

    1.98% of the 13F portfolio, value $8,191,871.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,400 shares
    Change vs previous 13F -971 shares

    2.06% of the 13F portfolio, value $9,016,817.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,371 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $9,371,640.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).